We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the very first locations that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can use multiple calendars to check for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to include those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can validate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image. So if this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your good profile picture here together with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to add here. And finally, we can click on the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your service or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes take place. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We’ve got 2 options here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets several invitees meet you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. But for the most part, most of individuals are utilizing Calendly for one-on-one conference.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly basic here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in most cases, depending on the choice that you select, you may have some extra choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have booked the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they’ve scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that option here. If you have several events that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na neglect specifically. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have readily available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they know what they’re getting.
And finally, we can choose a different color. This is really practical if you have several occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of